Our Approach

From Chaos to Clarity

We created a standardized strategic process—centered around our proprietary Growth Viability Assessment™—to help startups align internally and connect with investors who move faster, with greater confidence.

Here’s how it works:

1. Apply

Startups apply through our site. We’re looking for companies with real traction—typically those with previous investment, meaningful revenue, or a large base of active users.

2. Discovery Call

If the basics check out, we schedule a discovery call to take a 3D Look at your company:

• • Delta – How are you making the world better for people?

  • Dollars – How are you going to make your first million—or generate serious market leverage?

  • Depth Chart – How much experience does your team bring to the table?

We use your 3D score, along with core viability benchmarks, to determine whether you’re ready to move forward.

3. Acceptance & Deposit

If you’re invited and accept, we collect a deposit and initiate a formal engagement. Our fees are 90% deferred until you get funded, because we only want to win when you win.

4. Growth Viability Assessment™

This isn’t a checklist, it’s a collaborative deep dive into your business. We assess your Product, Operations, and Growth strategy to uncover what’s working, what’s not, and what needs to evolve to win investor confidence.

Startups that score a 4 or higher are featured in our curated Investor Lookbook, which goes directly into the hands of serious investors. If you’re not quite ready, we’ll give you a clear action plan to close the gaps—and a path to requalify.

5. Investor Advocacy

This is where we go to work. We make warm intros, align your raise with the right investor profiles, and provide ongoing strategic support throughout your raise. Our job isn’t just to open doors—it’s to help you walk through them, own the room, and close the round.